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Revision of earnings forecasts6525KOKUSAI ELECTRIC CORPORATIONElectrical Equipment and Precision Instruments

Summary of Financial Results for the Fiscal Year Ending March 2026 (IFRS) (Consolidated)

The consolidated results for the fiscal year ended March 2026 were disclosed. Revenue, operating profit and profit for the year all fell below the previous fiscal year. For the fiscal year ending March 2027, the company expects revenue of ¥280.0 billion, operating profit of ¥54.5 billion and profit for the year attributable to owners of the parent of ¥38.8 billion.

Worth reading
78Important
Scored from 3 of 5 sections
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
30.3
% (year-on-year change in operating profit for the fiscal year ending March 2027)
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Six months (cumulative) and full fiscal year
Net Sales—→—million
—
Operating profit—→—million
—
Profit attributable to owners of the parent—→—million
—
Net income per share—→—yen
—

The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Reason for the revision

No reason for the revision is stated. The outlook cites growth in AI-related demand, accelerated capital investment by semiconductor device manufacturers, a higher sales mix of equipment for advanced devices and improved operating rates at production plants.

Previous-period resultsFiscal year ended March 2026 results: revenue ¥235,079 million, operating profit ¥41,836 million, profit before tax ¥40,739 million, profit for the year attributable to owners of the parent ¥30,099 million, basic earnings per share ¥129.00
Dividend forecast revisionThe annual dividend forecast for the fiscal year ending March 2027 is ¥47.00 (interim dividend: ¥23.00; year-end dividend: ¥24.00). No revision to the dividend forecast is expressly stated.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesNot disclosed → Second quarter (cumulative) 152,300 / Full year 280,000(Second quarter (cumulative) 29.9% (year-on-year change) / Full year 19.1% (year-on-year change))
Operating profitNot disclosed → Second quarter (cumulative) 32,500 / Full year 54,500(Second quarter (cumulative) 43.1% (year-on-year change) / Full year 30.3% (year-on-year change))
Profit attributable to owners of the parentNot disclosed → Second quarter (cumulative) 22,900 / Full year 38,800(Second quarter (cumulative) 47.2% (year-on-year change) / Full year 28.9% (year-on-year change))
Net income per shareNot disclosed → Second quarter (cumulative) 98.02 / Full year 166.08
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredSix months (cumulative) and full fiscal year
Previous-period resultsFiscal year ended March 2026 results: revenue ¥235,079 million, operating profit ¥41,836 million, profit before tax ¥40,739 million, profit for the year attributable to owners of the parent ¥30,099 million, basic earnings per share ¥129.00
Reason for the revisionNo reason for the revision is stated. The outlook cites growth in AI-related demand, accelerated capital investment by semiconductor device manufacturers, a higher sales mix of equipment for advanced devices and improved operating rates at production plants.
Dividend forecast revisionThe annual dividend forecast for the fiscal year ending March 2027 is ¥47.00 (interim dividend: ¥23.00; year-end dividend: ¥24.00). No revision to the dividend forecast is expressly stated.
Consolidated / non-consolidatedConsolidated
Items this document does not state (3)
Ordinary incomePublication date of previous forecastDetails and amount of extraordinary loss

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

For the fiscal year ended March 2026, the slowdown in DRAM-related capital investment in China, lower operating rates at production plants, changes in the product mix and upfront investment in research and development for the future contributed to the declines in revenue and profit. For the fiscal year ending March 2027, the company expects growth in AI-related demand, accelerated capital investment by semiconductor device manufacturers, a higher sales mix of equipment for advanced devices and improved operating rates at production plants.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Summary of Financial Results for the Fiscal Year Ending March 2026 (IFRS) (Consolidated) | KOKUSAI ELECTRIC CORPORATION (6525) timely disclosure | Komori